Elizabeth Eden is a financial advisor with Diastole Wealth Management in Cincinnati, Ohio, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. She has been with Diastole Wealth Management since 2002. Outside of her advisory role, she is a principal at Boston Street Real Estate Partners and Eden Partners. Diastole Wealth Management offers discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and pooled investment vehicles. The firm tailors portfolios to clients’ objectives and risk tolerances using analytical approaches and a variety of investment strategies, and also serves as adviser and affiliated general partner to a private pooled vehicle.

Sarah Layton is a financial advisor at Warner Wealth in Madison, CT, holding a Series 65 designation. She has three years of industry experience, including prior roles at Prive-Swiss and community-focused organizations such as the Child and Family Agency. Warner Wealth serves individuals, families, and business owners with comprehensive financial planning and discretionary wealth management, employing a core-and-satellite investment approach and coordinating planning with clients’ accounting and legal professionals. The firm manages approximately $458 million in discretionary assets and offers multiple delivery channels, including automated models and third-party TAMP solutions.

Brant Walker is a financial advisor at Grey Ledge Advisors, LLC, with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Grey Ledge Advisors since 2012. Grey Ledge Advisors is an SEC-registered investment adviser serving individuals, retirement plans, and banking clients. The firm manages approximately $540 million in assets across a range of strategies, combining fundamental, technical, and cyclical analysis, and operates as a wholly owned subsidiary of Ascend Bank.

Brian Boyd is a financial advisor at Warner Wealth with a Series 66 credential and two years of industry experience. He previously worked at LPL Financial and has a background in publishing, including roles at Vineyard Gazette and Shore Publishing LLC. Warner Wealth provides comprehensive financial planning and discretionary wealth management services to individuals, families, and business owners, utilizing a core-and-satellite investment approach. The firm manages approximately $458 million in discretionary assets and integrates multi-generational engagement and coordination with accounting and legal professionals.

Brandon La Chance is a Series 65-licensed financial advisor with two years of industry experience. He is currently with WJ Financial Advisors, LLC and previously worked at Johnson Brunetti and American Ladders and Scaffolds, Inc. WJ Financial Advisors is a fee-only firm providing discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, small businesses, and qualified retirement plans. The firm emphasizes asset allocation using low-cost passive index funds, with some accounts employing more active strategies including options and derivatives.

Bette Lynn Paez is a financial advisor with Warner Wealth, holding the CFP® and ChFC® designations and bringing 25 years of industry experience. Prior to joining Warner Wealth in 2023, she worked at LPL Financial, Parkland Securities, LLC, and SPC. In addition to her advisory work, she has experience as a freelance technical writer. Warner Wealth serves individuals, families, and business owners, offering comprehensive financial planning, discretionary wealth management, and business-focused planning such as succession and employee retirement strategies. The firm employs a core-and-satellite investment approach, emphasizes multi-generational engagement, and coordinates planning with clients’ accounting and legal professionals.

Christopher Koehm is a financial advisor at HT Partners LLC with 18 years of industry experience. He holds a Series 65 designation and has operated a CPA firm since 1987, specializing in accounting and tax services. Koehm is also the managing member of Essex Insurance Group LLC. HT Partners serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, and business entities, offering wealth management, financial planning, portfolio management, and multi-family office services. The firm emphasizes customized investment strategies with diversified asset allocation and provides fiduciary and trustee roles, coordinating with external professionals as needed.

Abigail Laufer is a financial advisor at WJ Financial Advisors, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been with WJ Financial Advisors since 2016. Laufer is also the CEO of Virid Capital, LLC in New York. WJ Financial Advisors is a fee-only firm providing discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, small businesses, and qualified retirement plans. The firm emphasizes asset allocation using low-cost, passive index funds, with tactical adjustments and, for certain accounts, employs leverage and derivatives in separately managed accounts.

Robyn Wolcott is a CFP® and holds a Series 66 license with six years of industry experience. She currently works at Warner Wealth and previously spent time at LPL Financial and Shore Publishing. Warner Wealth advises individuals, families, and business owners, including entrepreneurs, with comprehensive financial planning, discretionary wealth management, and business-focused strategies such as succession and employee retirement planning. The firm employs a core-and-satellite investment approach and coordinates planning with clients’ accounting and legal professionals.

Julie Bruno is a financial advisor at Spurstone with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at American Elm Advisors, LLC, American Elm Distribution Partners LLC, People's United Advisors, Inc., and People's Securities, Inc. Spurstone serves individuals and high-net-worth clients, focusing on business owners and corporate executives. The firm provides comprehensive financial planning, portfolio management, and business owner and exit-planning consulting, often implementing investment mandates through discretionary management using third-party models and SEI asset allocation portfolios.

Benjamin Monte is a financial advisor at Monte Financial Group, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Fidelity Investments and Stone Hill College. Monte Financial Group serves individual and high-net-worth clients, as well as foundations, trusts, endowments, and other registered advisors, managing approximately $426.6 million in discretionary assets. The firm offers customized investment management, financial planning, and consulting, with a focus on bespoke portfolios constructed through fundamental analysis and formal performance reporting.

Cameron Davignon is a financial advisor at Monte Financial Group, LLC with four years of industry experience. He holds the Series 65 designation and has previously worked at Westfield Bank and Westfield Investment Services. Outside of his advisory role, he has been involved with Westfield Little League since 2014. Monte Financial Group provides private wealth and institutional investment services to individuals, high-net-worth families, trusts, estates, charitable accounts, and institutional clients. The firm uses a documented, client-specific investment process focusing on individual equities and investment-grade fixed income, with periodic portfolio reviews and performance reporting.

Colleen Venter is a financial advisor at Grey Ledge Advisors, LLC, holding a Series 65 credential with 21 years of industry experience. She has been with Grey Ledge Advisors since 2005. Grey Ledge Advisors is an SEC-registered investment adviser serving individuals, including high-net-worth clients, employee benefit plans, and certain financial institutions. The firm employs a range of analytical methods and manages over $600 million in client assets, combining institutional relationships with advisory services across a multi-advisor team.

John Burzenski is a financial advisor at Grey Ledge Advisors, LLC with 25 years of industry experience. He holds the PFS™ and Series 66 designations. His prior experience includes roles at CTMA Wealth Management, ABCO Wealth Management, and Cetera Financial Advisers. In addition to his advisory work, he is a licensed insurance agent and a CPA who prepares tax returns and handles accounting duties at his own accounting firm. Grey Ledge Advisors is an SEC-registered investment adviser serving individuals, retirement plans, and banking clients. The firm manages portfolios using a combination of fundamental, technical, and cyclical analysis, offering services that include discretionary portfolio management, financial planning, and ERISA consulting.

Jaden Fowler is an advisor at Spurstone with a Series 65 credential and approximately one year of industry experience. His prior roles include positions at Northwestern Mutual, Gallagher, and Global Atlantic Financial Group, as well as early career experience at The College of Saint Rose and UConn Avery Point. Outside of financial advising, he has been involved in entrepreneurial ventures such as JF Pressure Washing LLC and SL Auto Detailing. Spurstone serves individuals and high-net-worth clients, focusing on business owners and corporate executives. The firm offers comprehensive financial planning, discretionary portfolio management, and business owner and exit-planning consulting, employing third-party managers and SEI asset allocation portfolios to implement investment mandates.

Emily Clare Cafasso is a financial advisor at Compass Wealth Management LLC with 14 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Compass Wealth Management, she worked at Coastal Bridge Advisors and Llbh Private Wealth Management. Compass Wealth Management serves individuals, high net worth clients, corporations, and pension plans with discretionary portfolio management and standalone financial planning. The firm’s investment approach is guided by fundamental research and tailored to client-specific investment policy statements, offering portfolios that range from conservative to aggressive.

Jack Wheeler is a financial advisor at HT Partners LLC, holding a Series 65 designation with four years of industry experience. Prior to joining HT Partners in 2021, he worked at Instacart for one year and has experience with East Lyme Parks & Recreation and Adelphi University. HT Partners serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, and business entities, providing wealth management, financial planning, portfolio management, and multi-family office services. The firm emphasizes customized investment approaches and diversified asset allocation across various asset classes, including alternatives and special assets.

Bryan Murphy is a financial advisor at Alchemi Wealth, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Alchemi Wealth in 2021, he worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and UBS Financial Services. Alchemi Wealth, LLC serves individuals, trusts, estates, corporations, and charitable entities, managing approximately $287 million in discretionary assets. The firm offers customized portfolio construction and financial planning using a range of analytical approaches and trading strategies tailored to client objectives.

Wallace Jones is a CFA® charterholder and holds a Series 65 license, with 18 years of industry experience. He has been with WJ Financial Advisors, LLC since 2006. WJ Financial Advisors is a fee-only firm that provides discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, small businesses, and qualified retirement plans. The firm emphasizes asset allocation using low-cost, passive index funds, while also employing more active strategies such as options and margin in certain accounts, and offers ERISA 3(21) fiduciary services for employer-sponsored plans.

William Leete Jr. is a CFP® professional with 25 years of experience in the financial services industry. He has been with Monte Financial Group, LLC since 2016 and previously worked at Guardian Life Insurance Co, LPL Financial, and UBS Financial Services. Leete serves as the treasurer for Shoreline Networking Associates & Professionals, a local business networking group. Monte Financial Group provides private wealth and institutional investment services to individuals, families, trusts, and institutional clients. The firm employs a documented, step-by-step investment process focused on fundamental analysis and discretionary portfolio management, offering tailored portfolios with performance reporting for accounts over $250,000.